Au cours des six derniers mois, Gome Détail (06808.Hong Kong), la société mère de RT-Mart, a été confronté à des défis importants alors qu'il se concentre sur l'expansion de ses magasins membres et sur la réponse à la guerre des prix.
Le soir de novembre 14, Gome Retail a publié son rapport financier intermédiaire pour le premier semestre de l'exercice 2024, se terminant en septembre 30. Le rapport a montré que les revenus de l’entreprise étaient 35.768 milliards de RMB, vers le bas 11.9% année après année, alors qu'il a enregistré une perte de 378 millions de RMB, une augmentation substantielle par rapport à 87 perte de millions de RMB au cours de la même période l'année dernière. La perte nette attribuable aux actionnaires de la société s’élève à 359 millions de RMB, par rapport à une perte de 69 millions de RMB l'année précédente.
Gome Retail a attribué la perte accrue à plusieurs facteurs, y compris la contraction stratégique de son activité de chaîne d'approvisionnement, une baisse de son activité d’assurance d’approvisionnement, et sous-performance par rapport aux attentes. En plus, cette année, l'entreprise a mis en œuvre plusieurs ajustements opérationnels, comme l'augmentation des remises et l'expansion de nouveaux formats de vente au détail, ce qui a ajouté d'importantes pressions sur les coûts à court terme.
En tant que commerce électronique de produits frais, magasins d'adhésion, et les magasins discount se développent, les entreprises de supermarchés sont confrontées à une concurrence plus intense. Après que Freshippo ait lancé la guerre des prix dans l’industrie des supermarchés en août, de nombreuses enseignes de supermarchés ont réagi en adoptant une stratégie « orientée discount ». Le même mois, RT-Mart a lancé sa campagne « Pas de négociation », proposer des prix sur des produits tels que le mochi, croissants, lait frais, et du saumon inférieurs à ceux du Sam’s Club.
En octobre, RT-Mart a mis à niveau sa campagne « Pas de négociation » vers la promotion « Prix honnêtes », couvrant plus de 1,000 produits dans toutes les catégories, y compris les produits laitiers, collations, soins personnels, nettoyage de la maison, grains, huiles, et boissons. Gome Retail a déclaré à Time Finance que l'initiative « Prix honnêtes » se poursuivrait, et l'entreprise améliorera sa compétitivité en matière de prix grâce à la consolidation des produits et des fournisseurs et en améliorant l'efficacité numérique..
Cependant, si RT-Mart ne peut pas réduire les coûts de la chaîne d'approvisionnement et compte uniquement sur la baisse des prix des produits, cela ne résoudra peut-être pas le problème de la baisse des bénéfices.
Actuellement, Les efforts de RT-Mart en matière de chaîne d'approvisionnement se reflètent principalement dans ses produits de marque privée. Au cours de la période de référence, la société a lancé 170 SKU sous sa marque privée RT100, qui comprend des produits développés exclusivement par RT-Mart ou en partenariat avec des fabricants. La promotion des marques privées a fait le buzz chez RT-Mart en octobre, avec son pain aux pommes de terre auto-développé qui gagne en popularité sur les plateformes de médias sociaux.
Gome Retail a déclaré que la performance de son activité principale au deuxième trimestre a montré une réduction significative de l'écart par rapport à la période précédente..
Contrairement aux supermarchés Yonghui et au supermarché Bubugao, qui a fermé des magasins pour réduire les pertes, Gome Retail a continué d'accélérer l'expansion de ses magasins, ajouter quelques pressions sur les coûts. Au cours de la période de référence, Gome Retail a engagé des dépenses en capital de 440 millions de RMB, à partir de 258 millions de RMB au cours de la même période l'année dernière, principalement en raison du développement de nouveaux magasins, rénovations de magasins, et mises à niveau numériques.
Au premier semestre de l'exercice 2024, Gome Retail a ouvert trois nouveaux magasins RT-Mart et accéléré l'expansion de son format milieu de gamme RT-Mart Super et de ses magasins membres M dans le cadre de la deuxième stratégie de croissance de l'entreprise.. RT-Mart Super a ouvert sept nouveaux magasins à Jinan, Tangshan, Songyuan à Jilin, Changchun, Lanzhou, Dongguan, et d'autres endroits, et sept autres devraient ouvrir d'ici la fin de l'exercice.
Après avoir ouvert son premier magasin national d'adhésion M à Yangzhou en avril de cette année, le nombre de membres payants a atteint près de 100,000. De nouveaux magasins à Changzhou et Nanjing devraient ouvrir en décembre et janvier de l'année prochaine., respectivement. Constituer rapidement une base de membres, les deux sites ont lancé des opérations en ligne lors du Double 11 fête du shopping.
Gome Retail a révélé que les magasins membres M ont déjà commencé les préparatifs pour leurs quatrième et cinquième magasins., y compris le recrutement et l'embauche de nouveaux membres, avec trois nouveaux magasins qui devraient ouvrir d'ici la fin de l'exercice 2024. Actuellement, Les magasins membres M se concentrent principalement sur la deuxième- et villes de troisième rang, avec des emplacements dans les centres-villes et un format communautaire qui évite la concurrence directe avec Sam’s Club et Freshippo X Membership Store pendant la phase de croissance initiale. Cependant, Il faudra un certain temps pour prouver que la stratégie de Gome Retail consistant à proposer des magasins membres et des prix « discountés » peut inverser ses pertes actuelles..
Dans le business B2C en ligne, après que la croissance des revenus ait dépassé 15% au cours de l'exercice 2023, le premier semestre de l'exercice 2024 a connu une croissance continue de 4.7%, avec un volume de commandes en hausse de 8.9%. La part du chiffre d'affaires de ce segment est passée de 18.9% à 22.6%. Parmi les chaînes en ligne de RT-Mart, y compris l'application RT-Mart Fresh, Ele.moi, et Taoxianda, l'application RT-Mart Fresh représente désormais plus d'un tiers des ventes.
Gome Retail a déclaré que la haute saison du groupe en termes de revenus et de bénéfices se situe au quatrième trimestre de l'exercice., qui comprend les fêtes clés telles que le Nouvel An, Fête du Printemps, et le Nouvel An lunaire. L'entreprise prévoit d'améliorer son offre de produits différenciés, optimiser l'efficacité opérationnelle, et capitaliser sur les fêtes de fin d’année pour booster les performances.
Il convient de noter qu'en mars 28, après qu'Alibaba ait lancé la restructuration organisationnelle « 1+6+N », Gome Retail a été intégré au segment « N » d'autres unités commerciales, tandis que Freshippo, qui opère également dans le commerce de détail hors ligne, a annoncé son intention de poursuivre une introduction en bourse.
Lorsqu’on lui a demandé si le positionnement stratégique et le statut de Gome Retail au sein d’Alibaba avaient été affectés, Gome Retail a répondu à Time Finance en déclarant que Gome Retail a toujours été une société cotée indépendante., avec Alibaba comme actionnaire majoritaire, et la coopération avec d'autres unités commerciales d'Alibaba a toujours suivi les principes du marché.
À la clôture des marchés du mois de novembre 15, Le cours de l’action Gome Retail a augmenté 2.53%, clôture à HKD 1.62 par action, avec une valeur marchande totale de HKD 15.454 milliard.
Alors que le rythme de vie continue de s'accélérer, Le style de vie des jeunes a subi une série de changements. People are looking for more time to experience different things, and therefore, they seek to increase efficiency in every aspect of their lives. Since dining is an essential part of daily life, improving the efficiency of meals has become a common demand among the public. Ziyan Foods, a well-known brand in the marinated food industry, has products that meet this need for convenient dining. The company has continuously innovated in this area and last year ventured into a new convenient dining segment—pre-prepared foods. This move aims to provide consumers with greater peace of mind and more convenient dining options.
Deeply Rooted in the Marinated Food Industry
Ziyan Foods, a national chain specializing in ready-to-eat foods, originated in Sichuan, grew in Jiangsu, and is now headquartered in Shanghai. Au fil des ans, Ziyan Foods has leveraged its extensive product line, supply chain management, and infrastructure development to establish a standardized management system. This system covers everything from raw material procurement and traceability, production process control, critical hazard point management, product inspection, and cold chain distribution. With carefully selected ingredients, unique recipes, and meticulous craftsmanship, Ziyan Foods has created over a hundred specialty dishes, including its signature dishes like Baiwei Chicken, Couple’s Lung Slices, Sichuan Pepper Chicken, and Ziyan Goose. The brand has established a strong reputation for quality, deliciousness, and health under the name “Ziyan Baiwei Chicken.”
Entering the Pre-prepared Food Segment
As a brand that has long provided convenient dining options, Ziyan Foods has observed the new generation of consumers’ growing demand for and interest in pre-prepared meals. Leveraging its R&D strengths and years of consumer insights, Ziyan Foods has launched over 40 pre-prepared dishes. These dishes have been consistently praised for both taste and quality after being tested by the market and consumers. Par exemple, Ziyan Foods’ Lotus Leaf Chicken is made from uniformly sized, high-quality chickens raised on eco-friendly farms. After slaughter, the chickens are thoroughly cleaned to remove any impurities and odors. They are then marinated with a carefully crafted blend of more than ten natural, authentic spices, free from additives and artificial colors, preserving the original flavors of the ingredients. The chickens are marinated for 12 hours to allow the flavors to fully develop, wrapped in thick, vibrant green lotus leaves that seal in the natural aroma of the meat, and then steamed at high temperatures. Each bite of the chicken is tender, juicy, and flavorful, with the fresh fragrance of the lotus leaf infusing the meat down to the bone, satisfying consumers’ pursuit of culinary excellence.
In a fast-paced living environment, convenient dining is bound to attract more attention. As a long-established brand in the industry, Ziyan Foods is expected to continue innovating its dishes, leveraging its strengths and rich experience. The company aims to provide consumers with more novel pre-prepared food options, ensuring that even in a hectic lifestyle, people can enjoy food that combines both taste and convenience.
Since Unilever’s brand Walls entered the Chinese market, its Magnum ice cream and other products have consistently been loved by consumers. Beyond flavor updates, Magnum’s parent company, Unilever, has actively implemented the “plastic reduction” concept in its packaging, continually meeting the diverse green consumption demands of customers. Récemment, Unilever won the Silver Award at the IPIF International Packaging Innovation Conference and the CPiS 2023 Lion Award at the 14th China Packaging Innovation and Sustainable Development Forum (CPiS 2023) for its creative packaging innovation and plastic reduction efforts that contribute to environmental protection.
Unilever Ice Cream Packaging Wins Two Packaging Innovation Awards
Depuis 2017, Unilever, the parent company of Walls, has been transforming its plastic packaging approach with a focus on “reduce, optimiser, and eliminate plastic” to achieve sustainable development and plastic recycling. This strategy has yielded significant results, including the design innovation of ice cream packaging that has converted most products under the Magnum, Cornetto, and Walls brands to paper-based structures. En plus, Magnum has adopted recycled materials as padding in transport boxes, reducing the use of over 35 tons of virgin plastic.
Reducing Plastic at the Source
Ice cream products require low-temperature environments during transportation and storage, making condensation a common issue. Traditional paper packaging can become damp and soften, affecting product appearance, which necessitates high water resistance and cold resistance in ice cream packaging. The prevalent method in the market is to use laminated paper, which ensures good waterproof performance but complicates recycling and increases plastic use.
Unilever and upstream supply partners developed a non-laminated outer box suitable for ice cream cold chain transportation. The main challenge was ensuring the outer box’s water resistance and appearance. Conventional laminated packaging, thanks to the plastic film, prevents condensation from penetrating the paper fibers, thus preserving physical properties and enhancing visual appeal. The non-laminated packaging, cependant, had to meet Unilever’s water resistance standards while maintaining print quality and appearance. After multiple rounds of extensive testing, including actual use comparisons in display freezers, Unilever successfully validated the hydrophobic varnish and paper materials for this non-laminated packaging.
Mini Cornetto Uses Hydrophobic Varnish to Replace Lamination
Promoting Recycling and Sustainable Development
Due to the special nature of Magnum ice cream (wrapped in chocolate coating), its packaging must offer high protection. Previously, EPE (expandable polyethylene) padding was used at the bottom of outer boxes. This material was traditionally made from virgin plastic, increasing environmental plastic waste. Transitioning EPE padding from virgin to recycled plastic required multiple rounds of testing to ensure the recycled material met protective performance requirements during logistics. En plus, controlling the recycled material’s quality was crucial, requiring stringent oversight of upstream raw materials and production processes. Unilever and suppliers conducted several discussions and optimizations to ensure the proper use of recycled materials, resulting in a successful reduction of about 35 tons of virgin plastic.
These achievements align with Unilever’s Sustainable Living Plan (USLP), which focuses on “less plastic, better plastic, and no plastic” goals. Walls is exploring further plastic reduction directions, such as using paper packaging films instead of plastic and adopting other easily recyclable single materials.
Looking back on the years since Walls entered China, the company has consistently innovated to cater to local tastes with products like Magnum ice cream. In alignment with China’s ongoing green and low-carbon transformation strategy, Walls has accelerated its digital transformation while continuing to implement sustainable development strategies. The recent recognition with two packaging innovation awards is a testament to its green development achievements.
Aujourd'hui, the 25th China Hi-Tech Fair (CHTF) officially opened in Shenzhen, bringing an international, professional high-tech event to the forefront. This year’s CHTF is hosted in two locations: the Shenzhen Convention and Exhibition Center (Futian) and the Shenzhen World Exhibition & Convention Center (Bao’an). The event features a comprehensive exhibition, specialized exhibitions, conferences, forums, and various other activities. According to the organizers, the event has attracted participation from over 100 countries and regions, with more than 4,000 companies exhibiting across a total area of 500,000 mètres carrés, making it the largest in the fair’s history, with a record number of participating countries and regions.
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At the invitation of the Bao’an District Science and Technology Innovation Bureau, Chun Jun New Materials (Shenzhen) Co., Ltd., representing Bao’an District’s specialized and innovative enterprises, is participating in the exhibition. From November 15th to 19th, Chun Jun New Materials is showcasing its cutting-edge research achievements at Booth 1D38 in Hall 1 of the Shenzhen Convention and Exhibition Center (Futian).
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(Second from right: Bao’an District Mayor Wang Lide; First from left: Director of Bao’an District Science and Technology Innovation Bureau Shen Yan; First from right: Director of Bao’an District Science and Technology Innovation Service Center Wang Heng, visiting the Chun Jun booth for guidance)
At this year’s CHTF, Chun Jun New Materials is exhibiting its temperature control products and solutions in the cold chain, liquid cooling, and TEC fields. The exhibition attracted numerous leaders and industry peers from home and abroad, who engaged in discussions on the development of temperature control technology and its innovative applications across various fields.
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In the field of liquid cooling, Chun Jun presented its immersive liquid cooling solution under its “Chun Jun Opti-Cool” brand. Au cours des dernières années, the demand for computing power has surged, with single cabinet power increasing rapidly. En même temps, the national standards for data center PUE (Power Usage Effectiveness) have become increasingly stringent, posing significant challenges for data centers. The “Chun Jun Opti-Cool” immersion liquid cooling solution addresses these industry challenges by reducing the PUE value to as low as 1.1 while ensuring excellent computing capacity through efficient temperature control. Notamment, Chun Jun’s self-developed CJF1 coolant offers high heat dissipation performance and a significant price advantage, reducing coolant costs for customers by 40%.
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Chun Jun’s Micro-TEC technology, unlike ordinary TECs, can be miniaturized to millimeter-level sizes, with extremely demanding material performance and process requirements. On the materials side, Chun Jun’s self-developed N-type and P-type bismuth telluride rank among the industry’s best. On the product side, Chun Jun’s Micro-TEC achieves breakthroughs in miniaturization while delivering high cooling efficiency and precise temperature control. The superior performance of Chun Jun’s Micro-TEC holds great potential for replacing imports in fields such as optical modules and LiDAR.
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Innovation is the primary driving force for development. With the theme “Stimulating Innovation Vitality, Enhancing Development Quality,” this year’s CHTF brings together high-quality innovation resources. It serves as a dynamic platform for the in-depth implementation of the innovation-driven development strategy, the comprehensive fulfillment of high-quality development tasks, and the continuous improvement of the innovation ecosystem. The event embodies the belief that “focusing on innovation is focusing on development, and pursuing innovation is pursuing the future.”
Chun Jun New Materials warmly welcomes industry peers to visit our exhibition booth, where we aim to demonstrate technological advancements, create value connections, and strengthen confidence in China’s material technologies.
We wish the 25th China Hi-Tech Fair great success!
With the establishment of the first REITs Strategic Placement Fund, China Life Investment is rapidly implementing its related investment plans.
En novembre 14, China Life Investment and GLP reached a comprehensive strategic partnership, focusing on GLP’s core areas of supply chain, big data, and new energy infrastructure investment and industrial ecosystem development. Notamment, the collaboration will involve exploring key regional and market investment opportunities, including the use of innovative financial products such as REITs, to expand the scope and form of investment and financing cooperation.
This move is seen within the industry as a positive signal that the two parties may be preparing to launch new REITs. If successfully implemented, it could become the first project under China Life Investment’s REITs Strategic Placement Fund.
Logistics and Warehousing Investment Initiatives Begin
According to China Life Investment’s plan for the REITs Strategic Placement Fund, the fund will primarily participate in the issuance of public REITs in sectors such as consumer infrastructure, green energy, and high-end logistics. It appears that the fund’s investment focus on the high-end logistics sector may be the first to commence.
Logistics and warehousing have traditionally been active investment areas for insurance capital. Among the 29 publicly listed REITs, GLP REIT, representing warehousing REITs, has become the public REIT with the highest strategic placement by insurance capital. Insurance funds account for 30.17% of its strategic placement, with six of the top ten holders being insurance entities, including Taikang Life, Hengqin Life, Dajia Holdings, New China Life, China Insurance Investment Fund, and Guoren Property & Casualty Insurance.
Analysts believe that logistics and warehousing REITs are favored by insurance capital due to their strong growth potential and stability, which align with the long-term investment needs of insurance funds.
With economic recovery and the rapid development of the e-commerce market, the prospects for logistics real estate continue to improve. A recent report by CBRE noted that the national warehouse rental index is expected to grow by 0.6% dans 2023, rising to 1.0% dans 2024. First-tier cities, as well as supply-constrained second-tier cities like Dongguan, Hangzhou, and Wuxi, are expected to see annual rent increases of 2%-4%. Entre-temps, the national warehouse vacancy rate is expected to decrease to 13.2% by the end of September, compared to vacancy rates of 15%-20% for commercial real estate such as office buildings.
The continuous rise in operating income will also bring considerable returns to investors. Par exemple, GLP REIT has completed five dividend distributions since its listing, totaling approximately 580 millions de RMB, with the dividend amount steadily increasing. The first two dividends per share were around 0.05 RMB, rising to over 0.08 RMB from the third distribution onward. Clearly, warehousing REITs are worth investing in.
China Life Investment has likely benefited from its investment in GLP REIT. Although China Life Investment or its major shareholder, China Life, is not listed among the holders, the China Insurance Investment Fund, one of the holders, was jointly established by China Insurance Investment Co., Ltd., China Life Insurance (Group) Entreprise, China Life Insurance Co., Ltd., and China Reinsurance (Group) Corporation.
The collaboration between China Life Investment and GLP in REITs is not just about moving from “behind the scenes” to “center stage” or securing more holdings; it may also involve deeper strategic planning.
Why Choose GLP?
In addition to investing in GLP REIT, China Life Investment has already made several investments in the logistics and warehousing sector. These include:
● Establishing an 1.8 billion RMB private equity fund in partnership with Caixin Life, Manulife-Sinochem, and Cainiao Post, focused on high-standard modern warehousing projects held by Cainiao Network and its affiliates.
● Collaborating with China Merchants Capital and Baowan Logistics on logistics asset acquisitions and mergers.
● Jointly setting up a 10 billion RMB income-enhancing fund with GLP to invest in value-added logistics assets in key cities, participating in strategic investments in GLP, and promoting cold chain logistics center projects.
Cependant, in the aforementioned collaborations, China Life Investment mainly participated as an “investor.”
En mars de cette année, the Shanghai and Shenzhen stock exchanges released the “Relevant Requirements for Insurance Asset Management Companies Conducting Asset Securitization Business (Trial),” expanding the scope of asset securitization and real estate investment trust fund (REIT) business entities to include insurance asset management companies with sound corporate governance, standardized internal controls, and outstanding asset management capabilities. Depuis lors, insurance capital has transitioned from being an investor to also being an asset securitization manager.
This development means that insurance capital can now work with partners from the inception of REIT projects to identify potential high-quality assets, incubate them, and ultimately bring them to market through REITs. This process also allows China Life Investment to develop a strategic blueprint centered around public REITs.
Actuellement, the most pressing task for China Life Investment is selecting the right partners and identifying suitable high-quality assets.
GLP China, as the largest provider of warehousing facilities in the country, is an ideal partner, especially given the long-standing cooperation between the two parties. The success of the first GLP REIT has also reinforced China Life Investment’s confidence in GLP’s operational capabilities.
According to disclosures, the infrastructure assets of GLP REIT currently consist of ten warehousing and logistics parks located in key economic regions such as the Beijing-Tianjin-Hebei area, the Yangtze River Delta, the Bohai Rim, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing Economic Circle. These assets cover a total building area of approximately 1.1566 millions de mètres carrés.
Recent data shows that the operational performance of these assets remains stable. As of the end of September, the average point-in-time occupancy rate was 88.46%, and the occupancy rate, including leased areas yet to commence, était 90.78%. The effective average rent per square meter per month for contract rent and property management service fees (excluding tax) était 37.72 RMB.
En outre, GLP has a vast portfolio of logistics and warehousing assets, avec plus 450 logistics and industrial infrastructure facilities in China, couvrant plus de 50 millions de mètres carrés. This portfolio includes mature assets such as technology parks, data centers, and energy infrastructure, which could be candidates for future listings.
The challenge for China Life Investment and GLP moving forward will be to select the best from a large pool of resources, successfully incubate and operate these assets, and bring them to market through REITs.
The pace of new REIT listings has recently accelerated. Actuellement, eight products are under review, with more than 100 reserve projects in the pipeline. The REITs market is expected to expand further in both scale and scope. The market is already anticipating further advancements from GLP in the REITs space.
“SF Express Launches International Fresh Food Express Service for Individuals”
En novembre 7, SF Express officially announced the launch of its international express service for personal fresh food shipments.
Previously, exporting fruits was typically conducted through a business-to-business model, requiring exporters to have export qualifications and provide a range of inspection and quarantine procedures, making it difficult for individuals to send fruits abroad. To allow more international consumers to enjoy Chinese fruits, SF Express has streamlined the process for personal shipments this year. By implementing pre-declaration measures and other procedures, SF Express now enables temperature-stable fruits to be shipped internationally via personal express services, arriving at international destinations in just 48 heures.
SF Express ensures the safety and freshness of temperature-stable fruits through professional packaging, Transport de la chaîne du froid, and full-process visual monitoring, thereby building a “Sky International Bridge” for China’s fresh food exports and better meeting international shipping needs.
SF Express Couriers Packing Fruits
Source: SF Express International WeChat Official Account
Cette année, SF Express has aggressively expanded its international operations, including launching new air routes globally. On August 20, SF Airlines opened an international cargo route from Shenzhen to Port Moresby, the capital of Papua New Guinea, and plans to invest in local infrastructure development. The “Shenzhen = Port Moresby” route is SF Airlines’ first route to Oceania.
Récemment, SF Express also opened several cargo routes from Ezhou to other countries. Between October 26 et 28, new routes including “Ezhou = Singapore,” “Ezhou = Kuala Lumpur,” and “Ezhou = Osaka” were officially launched. The total number of international cargo routes operating at Ezhou Huahu Airport has now exceeded ten. En plus, the cumulative cargo volume at Ezhou Huahu Airport has surpassed 100,000 tonnes, with international cargo accounting for nearly 20%.
SF Express Launches “Shenzhen = Port Moresby” Route
Source: SF Express Group Official
Notamment, in May this year, SF Express outlined its international business strategy in an investor relations activity. The company prioritized Southeast Asia’s emerging markets due to China’s increased investments in the region and SF Express’s advantages in air transport networks. The company plans to expand further into the Middle East and South America.
SF Express continues to focus on enhancing its express and cross-border e-commerce logistics in Southeast Asia, emphasizing the development of “air, customs, and last-mile” core networks. By upgrading route operations, expanding the air network, investing in core customs resources, and integrating last-mile resources, SF Express aims to build a stable and efficient global network, enhancing customer experience and providing reliable services. The company is committed to creating a seamless end-to-end service, strengthening its service advantage in Southeast Asia and the Asia-Pacific region, and supporting stable cross-border business for enterprises.
En novembre 9, the “Defining Categories · Envisioning Mindshare” Third China Pre-prepared Food Industry Innovation Development Conference and the First Yangtze River Delta New Year’s Eve Dinner Gold Award Selection & China Pre-prepared Food Industry Park Alliance Inaugural Conference grandly opened at the Shanghai International Expo Center. The conference was guided by the Institute of Agro-Products Processing, Chinese Academy of Agricultural Sciences, and the Pre-prepared Food Professional Committee of the National Agricultural Products Processing Industry Science and Technology Innovation Alliance, and organized by the China Pre-prepared Food Industry Park Innovation Development Project and Shanghai Bohua International Exhibition Co., Ltée. The conference focused on high-quality development and digital standard construction in the pre-prepared food industry, sharing the latest market trends, technological innovations, and consumer needs. It explored the practice and methods of the “high-quality development + consumption promotion + digitalization + industry cluster” model in the pre-prepared food industry park, aiming to create a new ecosystem for the development of pre-prepared foods. The event invited hundreds of companies from the pre-prepared food industry and its upstream, midstream, downstream, and related sectors to participate. Zhongnong Modern, as an enterprise within the industrial ecosystem, was invited to attend the conference.
Lors de la conférence, the establishment of the China Pre-prepared Food Industry Park Alliance was announced, which aims to promote the P500+ initiative nationwide, creating a network of pre-prepared food industry parks consisting of over 500 nodes. Zhongnong Modern, with over a decade of deep involvement in the agricultural industry, was awarded the position of “Vice Chairman Unit of the China Pre-prepared Food Industry Park Alliance.” The company, along with other participating units, will jointly initiate the development of digital infrastructure for the pre-prepared food industry and collaboratively build and share a digital industry service framework and platform.
Wang Zhenyu, Vice President of Zhongnong Modern Group and head of the pre-prepared food industry development division, gave a presentation titled “The Importance and Impact of Long-Term Development of Pre-prepared Food Industry Parks” and shared the group’s strategic industrial layout. He noted that the No. 1 Central Document clearly defines pre-prepared foods and their development strategy, emphasizing that the pre-prepared food industry chain involves multiple segments, including agricultural production, processing and distribution, catering services, and market consumption. It represents a new business model for agricultural transformation and upgrading, as well as a new channel for increasing farmers’ income and prosperity. The development of the pre-prepared food industry plays a crucial role in enhancing convenience, expanding food choices, and promoting agricultural industrialization. It also signifies innovation in the food industry, transformation in the catering industry, and adjustment in agricultural structure. Looking ahead, the development of the pre-prepared food industry will place greater emphasis on food safety and health, with a focus on personalized, customized, and branded growth based on consumer demand. The industry will also achieve higher levels of digitalization and place greater emphasis on environmental protection for sustainable development.
In the group’s strategic presentation, it was highlighted that Zhongnong Modern, as one of China’s top ten agricultural wholesale market operators and one of the top 100 agricultural product supply chain enterprises, has a comprehensive coverage from upstream supply chain procurement to various downstream sales channels and support systems. Actuellement, the group has established 20 modern agricultural industrial parks across China, couvrant 4 millions de mètres carrés, and is accelerating the construction of pre-prepared food industry park bases, gradually forming an industry park network.
À présent, the construction and development of pre-prepared food industry parks have become important carriers for the implementation of national policies. The development of the group’s pre-prepared food division is driven by the strategic goal of becoming “China’s leading comprehensive operator in the pre-prepared food industry.” The company adheres to technology-led innovation, building digitalized parks, and operates with a brand-focused, standardized approach. It aims to strengthen the pre-prepared food industry through industrial clustering, providing a complete one-stop service from raw material supply, production and processing, standard setting, safety traceability, cold chain warehousing, logistique de la chaîne du froid, to brand marketing. The mature industrial support in the parks allows pre-prepared food companies to improve quality, reduce costs, and increase efficiency, while big data analysis empowers the production, supply, and sales of pre-prepared foods, creating a new model for integrated industry development. The company also collaborates deeply with the government to incubate public pre-prepared food brands and transform regional advantages into industrial advantages.
À l'avenir, Zhongnong Modern will fully leverage its role as the “Vice Chairman Unit of the China Pre-prepared Food Industry Park Alliance” to accelerate the construction of pre-prepared food industry parks nationwide. The company will integrate industry resources, build industry development platforms, define segmented categories, and incubate blockbuster pre-prepared food products, contributing to the sustainable development of pre-prepared food enterprises, the integration of primary, secondaire, et industries tertiaires, rural industrial revitalization, and the achievement of common prosperity.
En novembre 13, Guangdong Haizhenbao Food Development Co., Ltée. (ci-après dénommé «Haizhenbao») Opérations officiellement commencés à Chenc, Jumor. La première phase de la société couvre une zone d'environ 2,000 mètres carrés, avec une capacité de production annuelle de 800 tonnes. Haizhenbao se concentre sur le traitement des aliments pré-préparés haut de gamme, comme l'ormeau dans la sauce aléatoire, Poon Choi, concombres de mer, et la gueule de poisson, Offrir des repas prêts à l'emploi. L'installation vise à être une usine de transformation des fruits de mer moderne qui intègre le stockage de la chaîne du froid, recherche scientifique, affichage de produit, Streaming en direct du commerce électronique, et expériences immersives.
Les données montrent que la taille du marché de l'industrie alimentaire pré-préparée de la Chine n'a cessé de croître ces dernières années. Dans 2023, Le marché devrait atteindre 516.5 milliards de RMB. Au cours des trois prochaines années, Le marché devrait croître à un taux annuel élevé d'environ 20%, devenant potentiellement le prochain billion-yuan Market.
Pour mieux intégrer les ressources, Le groupe Xinguotong et le Guangdong Tangxianglou ont établi conjointement Haizhenbao. «Nous améliorerons encore la chaîne d'approvisionnement, se développer dans les secteurs intermédiaires, et produisent méticuleusement de haute qualité, Produits de fruits de mer sains,»Dit Zhu Ang, Président de Guangdong Tangxianglou et Haizhenbao. Haizhenbao vise à devenir une entreprise axée sur les connaissances, Construire un système de recherche «trois en un» qui combine «Recherche et industrie,»« Doctors et chefs,»Et« Laboratoires et cuisines,«Promouvoir le développement de l'industrie des fruits de mer haut de gamme et poursuivre la culture culinaire chinoise traditionnelle.
«Certains aliments pré-préparés haut de gamme qui nécessitent des compétences de cuisine avancées, sont longs et à forte intensité de main-d'œuvre, mais ont une valeur nutritionnelle élevée, comme un ormeau dans la sauce aléatoire, concombres de mer, et la gueule de poisson - sont de plus en plus populaires sur le marché,»Dit Zheng Jiayuan, Directeur général du groupe Xinguotong. Il a ajouté que les deux sociétés travailleront en étroite collaboration pour développer Haizhenbao dans l'une des entreprises de référence de l'industrie alimentaire pré-préparée haut de gamme en Chine, contribuant activement à l'objectif de Shunde de devenir la «capitale nationale des aliments préparés» et un modèle de développement de haute qualité dans l'industrie alimentaire nationale préparée.
Fengxien brun, Directeur du Bureau de l'agriculture et des affaires rurales du district de Shunde, a noté que Shunde a actuellement plus que 40 Entreprises à grande échelle dans l'industrie alimentaire pré-préparée, avec des revenus atteignant 8.7 milliards de RMB. Shunde met pleinement implémente les «centaines, Milliers, et des dizaines de milliers de personnes, Positionner l'industrie alimentaire pré-préparée comme un secteur clé pour renforcer le district et enrichir les gens, Promouvoir l'intégration du primaire, secondaire, et industries tertiaires, et s'efforcer de devenir un domaine national de démonstration de base pour l'industrie alimentaire préparée.
As China’s new development provides new opportunities for the world, the sixth China International Import Expo (CIIE) is being held as scheduled at the National Exhibition and Convention Center. On the morning of November 6th, Baozheng (Shanghai) Supply Chain Management Co., Ltée. hosted a new product launch and strategic cooperation signing ceremony for its dairy cold chain solution at the CIIE.
Attendees included leaders from the Cold Chain Committee of the China Federation of Logistics & Achat, cold chain experts from the School of Food Science at Shanghai Ocean University, as well as executives from companies such as Arla Foods amba, China Nongken Holdings Shanghai Co., Ltd., Eudorfort Dairy Products (Shanghai) Co., Ltd., Doctor Cheese (Shanghai) Technology Co., Ltd., Xinodis Foods (Shanghai) Co., Ltd., Bailaoxi (Shanghai) Food Trading Co., Ltd., and G7 E-flow Open Platform.
M. Cao peut, Président de la chaîne d'approvisionnement de Baozheng, prononcé le discours d'ouverture, introducing how the company leverages its own advantages to help clients solve their dairy cold chain issues from the customer’s perspective. M. Cao explained that Baozheng integrates its digital technology, professional team, and extensive management experience to build its own cold storage and develop this new product—the Dairy Cold Chain Warehouse and Distribution Solution, aiming to ensure zero temperature loss for clients’ dairy products.
During the event, M. Liu Fei, Secrétaire général adjoint du comité de la chaîne du froid, gave a keynote speech titled “Dairy Cold Chain Construction: A Long Road Ahead.” Mr. Liu vividly introduced the dairy industry, cold chain logistics market analysis, and current characteristics of dairy cold chains from the perspective of an industry association, offering several recommendations for the development of dairy cold chains. In a media interview, M. Liu urged cold chain experts like Baozheng to actively participate in the development of dairy cold chain standards and promote cold chain concepts, using platforms like the association and the CIIE to advance the cold chain industry.
Professeur Zhao Yong, Vice-doyen de l'École des sciences alimentaires de l'Université de l'océan Shanghai, delivered a keynote speech on “Key Control Points in Dairy Cold Chains.” Professor Zhao discussed the introduction, production process, caractéristiques nutritionnelles, and consumption of dairy products, described the spoilage process, shared key control points for dairy cold chain quality and safety, and highlighted four major opportunities for the future of China’s cold chain industry. In a media interview, Professor Zhao emphasized the urgent need for professional talent in the cold chain industry and encouraged closer collaboration between businesses and universities to better understand industry needs and train suitable talent.
M. Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 E-flow, delivered a keynote on “Transparency in Cold Chain Logistics Management,” explaining quality transparency, business transparency, and cost transparency in cold chain logistics, and sharing pathways for transparent management based on actual business scenarios.
M. Lei Liangwei, Strategic Sales Director at Baozheng Supply Chain, delivered a keynote on “Dairy Cold Chain Experts—Baozheng Cold Chain: Ensuring Temperature!” He introduced the dairy cold chain warehouse and distribution solution launched at this event, highlighting three service products: Baozheng Warehouse—Temperature Protection; Baozheng Transport—Zero Temperature Loss, Fully Visualized Operation; and Baozheng Distribution—Guarding the Last Mile, Fresh as New.
Enfin, Baozheng Supply Chain held an electronic signing ceremony with several strategic partners, including ARLA, Nongken, Xinodis, Bailaoxi, Eudorfort, and Doctor Cheese. This strategic cooperation signing further solidified the friendly cooperative relationships between the parties. The CIIE provided a valuable platform for deeper and closer collaboration among enterprises. Baozheng Supply Chain is now a signed exhibitor for the seventh CIIE and will continue to use this national-level event for communication and display.
La chaîne d'approvisionnement de Baozheng tient l'événement de lancement de nouveaux produits à la chaîne froide laitière
Le matin de novembre 6, Baozheng (Shanghai) Supply Chain Management Co., Ltée. a tenu un événement de lancement de nouveaux produits à la chaîne froide laitière à la China International Import Expo (CIIE). Liu Fei, Secrétaire général adjoint de la Fédération chinoise de la logistique et de l'achat du comité de la chaîne du froid, assisté à l'événement et prononcé un discours d'ouverture.
L'événement a également présenté plusieurs invités distingués, y compris le professeur Zhao Yong, Vice-doyen de l'École des sciences alimentaires de l'Université de l'océan Shanghai; Frede Juulsen, Chef mondial de la catégorie des préparations pour nourrissons à Arla Foods Amba; Xu Li, Directeur de la chaîne d'approvisionnement chez China Agricultural Reclamation Holdings Shanghai Co., Ltd.; Zhu yueqiong, Directeur général de Oldenburger Dairy Products (Shanghai) Co., Ltd.; Il ziyun, Co-fondateur de Cheese Doctor (Shanghai) Technology Co., Ltd.; Zhu Yijie, Directeur d'importation chez Sinodis Food (Shanghai) Co., Ltd.; je, Manager de la chaîne d'approvisionnement chez Bellco (Shanghai) Food Trading Co., Ltd.; et Zhang Fuzong, Directeur de livraison de solution de la chaîne froide de Chine de l'Est au G7 Yiliu.
La longue route à venir pour les normes de chaîne froide laitière
Liu Fei, Secrétaire général adjoint du comité de la chaîne du froid
Lors de l'événement, Liu Fei a prononcé un discours d'ouverture intitulé «La construction de chaînes à froid laitier: Une longue route à venir. S'exprimant du point de vue d'une association industrielle, Liu a fourni un aperçu vif de l'industrie laitière, Une analyse du marché de la logistique de la chaîne du froid, et les caractéristiques actuelles de la chaîne froide laitière. Il a également proposé plusieurs recommandations pour le développement de la chaîne froide laitière.
Pendant la session d'interview aux médias, Liu Fei a exhorté des experts en chaîne froide laitière comme Baozheng à participer activement à la formulation des normes de chaîne froide laitière et à la promotion des concepts de la chaîne froide laitière. Il a souligné l'importance d'utiliser des expositions au niveau national comme le CIIE pour promouvoir et communiquer sur l'industrie du froid, conduisant ainsi son développement.
Promouvoir un développement de haute qualité dans la chaîne froide laitière
Cao peut, Président de la chaîne d'approvisionnement de Baozheng, prononcé le discours d'ouverture, Introduire comment Baozheng aide les clients à aborder leurs points de douleur dans la chaîne froide laitière en tirant parti de ses propres avantages.
Cao a souligné que Baozheng intègre des ressources en utilisant sa technologie numérique, équipes professionnelles, et une vaste expérience de gestion pour développer un nouveau produit - la solution d'entreposage et de distribution de la chaîne froide laitière - a pris la main à l'assurance de déviations de température nulles pour les produits de chaîne froide des clients.
Cao peut, Président de la chaîne d'approvisionnement de Baozheng
Zhang Fuzong, Directeur de livraison de solution de la chaîne froide de Chine de l'Est au G7 Yiliu, a prononcé un discours d'ouverture intitulé «Contrôle transparent de la logistique de la chaîne du froid,«Où il a discuté de la transparence de la qualité, opérations, et les coûts de la logistique de la chaîne du froid. Il a partagé des informations pratiques sur la réalisation de la transparence dans la gestion de la logistique de la chaîne du froid basé sur des scénarios commerciaux réels.
Zhang Fuzong, Directeur de livraison de solution de la chaîne froide de Chine de l'Est au G7 Yiliu
Professeur Zhao Yong, Vice-doyen de l'École des sciences alimentaires de l'Université de l'océan Shanghai, a prononcé un discours d'ouverture intitulé «Points de contrôle des clés dans les chaînes à froid laitier». Le professeur Zhao a couvert des sujets tels qu'un aperçu des produits laitiers, processus de production, caractéristiques nutritionnelles, et les tendances des consommateurs. Il a discuté du processus de détérioration des produits laitiers, Points de contrôle des clés partagés pour assurer la qualité et la sécurité de la chaîne froide laitière, et a décrit quatre opportunités futures pour l'industrie chinoise de la chaîne du froid.
Pendant l'interview aux médias, Le professeur Zhao a souligné le besoin urgent de talents spécialisés dans l'industrie du froid. Il a encouragé les entreprises à renforcer les collaborations avec les universités pour mieux comprendre les besoins de l'industrie et fournir des talents qui répondent aux exigences de l'industrie.
Zhao Yong, Vice-doyen de l'École des sciences alimentaires de l'Université de l'océan Shanghai
Lei Liangwei, Directeur des ventes stratégiques de la chaîne d'approvisionnement de Baozheng, a prononcé un discours d'ouverture intitulé «Experts en chaîne froide laitière - Baozheng Cold Chain: Assurer la bonne température!"Il a fourni une introduction détaillée à la nouvelle solution d'entreposage et de distribution de la chaîne froide et lancée de Baozheng, Mettre en évidence trois produits de service clés: Assurance baozhng warehouse-température; Transport de Baozheng - Déviation de la température nul, Opérations entièrement visualisées; et la livraison de Baozheng - Protect du dernier kilomètre, Aussi frais que jamais.
Lei Liangwei, Directeur des ventes stratégiques de la chaîne d'approvisionnement de Baozheng
Enfin, La chaîne d'approvisionnement de Baozheng et plusieurs partenaires stratégiques ont participé à une cérémonie de signature numérique. Les partenaires stratégiques comprenaient six entreprises laitières bien connues: Arla, Reclamation agricole de la Chine, Sinodis, Oldenburger, Clochette, et docteur.
Cette coopération stratégique renforce encore les relations amicales entre les parties!
Ce sont des plates-formes comme la CIIE qui offrent des opportunités d'échanges et de coopération plus profonds et plus proches entre les entreprises.
